Australian Investors Podcast

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Jordan Eliseo, General Manager at ABC Bullion, to discuss: - How ABC Bullion operates & how it makes money - Why gold is booming in 2025 despite being at record highs - Physical gold vs gold ETFs: storage, costs & investor motivations - The practicality of bullion ownership for SMSFs & individual investors If you love learning about precious metals and portfolio diversification, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - What ABC Bullion Does & How It Makes Money - Gold’s Recent Performance & Investor Sentiment - Bullion Storage Options & Costs - Physical Gold vs Gold ETFs: Cost, Security, Liquidity - SMSFs & Strategic Gold Allocation - Client Trends: Who Is Buying Gold Today? - Final Thoughts & How to Learn More Resources for this episode: - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Gold #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Australia's ETF market is booming, with growth to $300B in funds under management. The hosts dissect significant drops in tech favorites like Tesla and NVIDIA while sharing lessons on portfolio rebalancing. They delve into the ongoing debate of stock picking versus ETFs, highlighting the influence of AI on investment decisions. Additionally, insights on the merger between Solpatz and Brickworks reveal potential market shifts, while the conversation also emphasizes the importance of addressing the gender gap in investing.

In this Australian Investors Podcast episode, your host Owen Rask speaks with Jun Bei Liu, founder and CIO of Ten Cap, about: - Her early life, career shift and rise in funds management - Launching and managing a $1.5 billion long/short strategy - What makes Ten Cap different in Australia’s funds landscape - How she identifies both long and short opportunities If you love learning about portfolio construction, Australian equities, and investing with purpose, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - From Shanghai to Australia: how Jun Bei’s upbringing shaped her - Learning English & becoming a voracious learner - Falling in love with investing and starting at Your Money Weekly - Taking over the Tribeca Alpha Plus fund - Building trust with clients and growing the fund - The philosophy behind long/short investing - Portfolio construction: mega sector buckets and risk limits - Why management teams and business models matter most - Building Ten Cap and setting a new standard in fund management - Advice for young professionals and her message to her younger self 📄 Learn more about Ten Cap and Jun Bei Liu: - Ten Cap official website ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get financial planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore: - Why small cap managers might have a structural edge again - The limitations of ETFs and super funds in small cap investing - Forager’s approach to portfolio changes during market volatility - Steve’s personal reflections on staying sane and strategic amid uncertainty If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Why small caps are becoming inefficient again - The passive investing boom and its unintended side effects - Portfolio changes driven by valuation vs. macro risks - How Steve thinks about mental resilience as a fund manager Resources for This Episode - Ask a question (select the Investors podcast): https://bit.ly/R-quest ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – What the recent market pullback really means – and why it’s not the GFC – What their $10,000 “fake portfolios” reveal about volatility and investor psychology – The importance of position sizing and diversification in your investment strategy – Why Tesla made headlines again – and the Trump effect on sentiment If you love learning about ETFs, stock picking and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered – Is this 10% pullback just noise or something more? – Why holding 100% cash can backfire in a diversified strategy – What Drew and Owen learned from their portfolios’ worst performers – Tesla, Trump and sentiment: how much does narrative matter? – Rebalancing, position sizing and building real conviction Resources for this episode Ask a question - Select the Investor Podcast – https://bit.ly/R-quest ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss: - How the Seneca Small Companies Fund outperformed by 25% - Why inflection points in profitability drive returns - The role of consistency, speed, and process in investing - Breakdowns of stocks like Catapult, MMA Offshore & AFG If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. - Welcome & introduction - The Seneca process: consistency & conviction - Outperformance explained: inflecting profits & operating leverage - Attribution analysis: where returns came from - Catapult: from basket case to cash cow - Sports tech, pricing power & predictive analytics - Portfolio construction: misfit toys & asymmetric bets - Closing thoughts & key lessons 📄 Learn More About Small Cap Strategy & Seneca: - Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/ - Seneca Small Companies Fund – https://senecafs.com.au/investment-products/ - Email Luke to invest – lukel@senecafs.com.au - Ben’s previous Rask episode – Watch here - Luke’s previous Rask episode – Watch here ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: - Instagram: @rask.invest - TikTok: @rask.invest This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Billy Leung from Global X discuss: - Why China’s innovation agenda is reshaping global tech - Made in China 2025 & its impact on EVs, AI, and robotics - The valuation gap between Chinese and US tech giants - How investors can access Chinese growth through ETFs like DRGN If you love learning about emerging markets, global innovation, and international ETFs, subscribe to the Australian Investors Podcast on⁠ Apple⁠,⁠ Spotify⁠, or⁠ YouTube⁠! Follow us on⁠ Instagram⁠ and⁠ TikTok⁠ for more investing insights. - Why Chinese innovation is no accident - Made in China 2025: a 10-year strategy unfolds - EVs, AI, robotics – sectors to watch - Valuation disparity: China vs US tech - BYD, self-sufficiency & strategic independence - Understanding H shares vs A shares - Stock Connect & foreign investor access - Risks, misconceptions & the road ahead - Final thoughts & how to learn more 📄 Learn more about investing in China: - Global X China Technology ETF (ASX: DRGN)⁠: https://www.globalxetfs.com.au/funds/drgn/ ~~ Rask Resources ~~ 🔗 Explore all Rask services –⁠ https://bit.ly/R-services⁠ 📋 Get financial planning –⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask –⁠ https://bit.ly/R-invest⁠ 📜 Access show notes –⁠ https://bit.ly/R-notes⁠ ❓ Ask a question – just select the investor podcast –⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: - Instagram:⁠ @rask.invest⁠ - TikTok:⁠ @rask.invest⁠ This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here:⁠ https://www.rask.com.au/fsg⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: - The RBA’s 25 basis point rate cut and implications for ETFs - Portfolio drawdowns: what we’ve learned from GEAR, Tesla & XRF - The concept of a “spiffy pop” and long-term investing - The power of diversification and when to rebalance your positions If you love learning about ETFs, portfolio strategy, and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered 1. Welcome & Introduction 2. RBA Cuts Rates & Market Reactions 3. Bond ETFs & Income Strategies 4. GigaLosses: What’s Weighing on Our Fake Portfolios 5. What is a Spiffy Pop? 6. Portfolio Patience, Rebalancing & Position Sizing 7. Shoutouts to Promising Small Caps (XRF, Pro Medicus) 8. Final Thoughts & Staying the Course Long-Term Resources for this episode Ask a question (select the Investors podcast) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services  📋 Get Financial Planning – https://bit.ly/R-plan  📈 Start investing with Rask – https://bit.ly/R-invest  📜 Access Show Notes – https://bit.ly/R-notes  ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.investTikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss: Why performance tracking matters more than you think The origins of Navexa and its journey to become a full business How most investors get tax reporting totally wrong ETF and managed fund headaches – and how Navexa solves them If you love learning about investment strategy and smarter portfolio management, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources mentioned in this episode Try Navexa Free Four Ways To Legally Pay Less Tax ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses: 1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively. 2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap? 3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.) If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Overview of Affluence Funds Management - Special Situations and Small Cap Value - Portfolio Construction 101 - Adapting Asset Allocation Over Time - Strategic vs Tactical Allocation Explained - Value vs Growth Style Bias - How to Assess Value and Avoid Value Traps - Global Outlook & Contrarian View - Market Sentiment and “Smart Money” Behaviour - Fund Manager Selection Framework - Manager Due Diligence Process - Fund Structure Preferences - Views on Portfolio Concentration - When to Sell or Redeem a Manager ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #FundManagers #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices